SIM

Studio Investment Management Portfolio holdings

AUM $530M
1-Year Est. Return 10.38%
This Quarter Est. Return
1 Year Est. Return
+10.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$1.85M
3
+$959K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$668K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$635K

Top Sells

1
+$183K
2
+$114K
3
+$89.8K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$88.2K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$84.7K

Sector Composition

1 Industrials 9.12%
2 Technology 8.22%
3 Financials 7.42%
4 Healthcare 5.56%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$24.8K 0.01%
632
-269
202
$24.8K 0.01%
707
+513
203
$24.6K 0.01%
29
-215
204
$24K 0.01%
+181
205
$23K 0.01%
+1,092
206
$22.5K 0.01%
+333
207
$21.4K ﹤0.01%
+130
208
$21K ﹤0.01%
268
209
$20.5K ﹤0.01%
214
-21
210
$20K ﹤0.01%
422
211
$20K ﹤0.01%
100
212
$19.5K ﹤0.01%
+200
213
$19.3K ﹤0.01%
320
214
$18.7K ﹤0.01%
482
+141
215
$18.5K ﹤0.01%
615
-37
216
$17.6K ﹤0.01%
+38
217
$17K ﹤0.01%
400
218
$16.8K ﹤0.01%
200
219
$16.4K ﹤0.01%
281
-13
220
$16.4K ﹤0.01%
860
-373
221
$15.4K ﹤0.01%
35
222
$15.3K ﹤0.01%
370
223
$14.8K ﹤0.01%
75
-120
224
$14.6K ﹤0.01%
85
225
$14.5K ﹤0.01%
+30
7 8
9
10 11